The Axis NIFTY Smallcap 50 Index Fund is an Open-Ended Fund tracking the NIFTY Smallcap 50 Index,Head – Equity. Investors can invest in multiples of Rs 1. Invest in Axis nifty smallcap 50 index fund online.
SBI Magnum Multicap Fund: An Equity Fund By SBI Mutual Fund - Jul 2016SBI Mutual Fund
SBI Multicap Mutual Fund is a mutual fund best suited for investors looking for capital appreciation with a long term investment horizon. This Fund aims to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. Know more about this mutual fund on SBI Mutual Fund page https://www.sbimf.com/Products/EquitySchemes/Magnum_Multicap_Fund.aspx.
The document describes the DSP Dynamic Asset Allocation Fund, which dynamically manages allocation between equity and debt based on an assessment of equity market attractiveness. The fund uses a two-factor model incorporating fundamental and technical signals to determine a core equity allocation ranging from 20-90%, with the remainder allocated to arbitrage and debt. Back-tested performance shows the model achieved higher returns per unit of risk compared to the Nifty 50 TRI over various time periods while also reducing volatility. The document outlines the investment process and efficacy of the model in participating in bull markets while limiting downside in bear markets.
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016SBI Mutual Fund
SBI Equity Savings Fund is best suited for an investor who wants to combine the potential for capital appreciation along with regular income & medium volatility. For more information on mutual funds check the SBI Mutual Fund website https://www.sbimf.com today!
A study on empherical testing of capital asset pricing modelProjects Kart
This document is a project report submitted to the University of Mysore in partial fulfillment of an MBA degree. It examines the empirical testing of the Capital Asset Pricing Model (CAPM) conducted at Asit C. Mehta Investment Intermediates Ltd in Hassan, India between 2008-2010. The report includes an introduction to the topic, literature review, company and industry profiles, data collection and interpretation, findings, suggestions and conclusions. The student conducted the research under the guidance of their project guide.
The document discusses the DSP Equal Nifty 50 Fund, an index fund that tracks the Nifty 50 Equal Weight Index. It notes that the fund aims to achieve diversification across stocks and sectors by investing equally in the 50 companies that make up the Nifty 50 index. This equal weighting reduces concentration risk compared to the traditional Nifty 50 index, which weights companies based on market capitalization. The summary also provides high-level information on the fund manager, Anil Ghelani, and his experience.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
SBI Magnum Multicap Fund: An Equity Fund By SBI Mutual Fund - Jul 2016SBI Mutual Fund
SBI Multicap Mutual Fund is a mutual fund best suited for investors looking for capital appreciation with a long term investment horizon. This Fund aims to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments. Know more about this mutual fund on SBI Mutual Fund page https://www.sbimf.com/Products/EquitySchemes/Magnum_Multicap_Fund.aspx.
The document describes the DSP Dynamic Asset Allocation Fund, which dynamically manages allocation between equity and debt based on an assessment of equity market attractiveness. The fund uses a two-factor model incorporating fundamental and technical signals to determine a core equity allocation ranging from 20-90%, with the remainder allocated to arbitrage and debt. Back-tested performance shows the model achieved higher returns per unit of risk compared to the Nifty 50 TRI over various time periods while also reducing volatility. The document outlines the investment process and efficacy of the model in participating in bull markets while limiting downside in bear markets.
SBI Equity Savings Fund: An Hybrid Fund By SBI Mutual Fund - Jul 2016SBI Mutual Fund
SBI Equity Savings Fund is best suited for an investor who wants to combine the potential for capital appreciation along with regular income & medium volatility. For more information on mutual funds check the SBI Mutual Fund website https://www.sbimf.com today!
A study on empherical testing of capital asset pricing modelProjects Kart
This document is a project report submitted to the University of Mysore in partial fulfillment of an MBA degree. It examines the empirical testing of the Capital Asset Pricing Model (CAPM) conducted at Asit C. Mehta Investment Intermediates Ltd in Hassan, India between 2008-2010. The report includes an introduction to the topic, literature review, company and industry profiles, data collection and interpretation, findings, suggestions and conclusions. The student conducted the research under the guidance of their project guide.
The document discusses the DSP Equal Nifty 50 Fund, an index fund that tracks the Nifty 50 Equal Weight Index. It notes that the fund aims to achieve diversification across stocks and sectors by investing equally in the 50 companies that make up the Nifty 50 index. This equal weighting reduces concentration risk compared to the traditional Nifty 50 index, which weights companies based on market capitalization. The summary also provides high-level information on the fund manager, Anil Ghelani, and his experience.
This document provides a comparative analysis of mutual fund schemes. It discusses types of mutual funds according to maturity period and investment objective. The facilities provided by mutual funds to investors are also outlined. The document analyzes the performance of various mutual fund schemes of different companies using metrics like beta, alpha, and standard deviation. Key findings are that ICICI PRU and Franklin Templeton funds have strong stock picking styles and risk management. Reliance funds can provide high returns but are not suitable for conservative investors. HDFC funds provide stability through large cap exposure. In conclusion, mutual funds provide a good investment option for committed, long term investors.
The document provides an overview of a study analyzing the performance of mutual funds in India. It begins with an introduction and background on mutual funds. It then outlines the objectives, research methodology, and literature review. The data analysis section applies the Treynor, Sharpe, and Jensen models to evaluate 10 mutual funds over one year. The results found that most funds beat the market and that the ICICI Prudential Technology Fund ranked highest across models. The conclusion discusses how mutual funds are suitable for different investors and the importance of performance evaluation ratios for decision making.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
The Risk and return analysis is important to equity shares investors in the share
market. The need of equity shares at the time of preliminary stage of company or
bank to raising fund for establish company and starting a business. The equity share
holder is an actual owner of company or bank.
comparative analysis of mutual fund pptnitesh tandon
This document provides information on mutual funds, including:
- Types of mutual fund schemes according to maturity period (open-ended, close-ended) and investment objective (growth, income, balanced).
- Instruments of investment like equity, convertible debentures, and fixed income securities.
- Facilities provided to investors like SIP, SWP, STP, and auto debit.
- Objectives of the study, which are to evaluate scheme performance based on risk and return metrics like Beta, Alpha, and standard deviation.
- Analysis of various mutual fund schemes based on these metrics, finding for example that ICICI Prudential Growth fund has an aggressive stock-picking style with risk control, while
The document discusses a summer training project analyzing various schemes of HDFC Mutual Fund using Sharpe Ratios and Treynor Index. It provides background on mutual funds and HDFC Mutual Fund. The objectives are to study the significance of indices like Sharpe Ratio and Treynor Index for different scheme types and the effect of time on quantitative analysis using these indices. Thirteen growth funds are analyzed to compare their risk-adjusted performance and excess returns using Sharpe Ratios and Treynor Index over different periods. The findings show equity funds have higher volatility and returns than debt or hybrid funds. Returns increase with fund risk and time period.
This document provides an overview of the DSP Equity Fund, a multi-cap equity fund that invests across the market capitalization spectrum with approximately two-thirds in large caps and one-third in mid and small caps. The fund uses a core plus tactical approach, with the core portfolio based on long-term themes and comprising 75-80% of assets, while the tactical portfolio comprises 20-25% allocated to short-term opportunities. The fund evaluates companies using a framework focusing on business strength, management quality, and growth prospects. Its top holdings as of March 2020 included HDFC Bank, Bajaj Finance, and ICICI Bank.
This document provides an overview of balanced and diversified mutual funds in India. It discusses India's economic performance and growth of the mutual fund industry. Balanced funds aim to generate capital appreciation and income through a mix of equity, debt and money market securities. Diversified funds focus on long-term capital growth through equity and equity-related securities. Top performing balanced and diversified funds are highlighted based on their returns and portfolio characteristics. Benefits of investing in mutual funds such as diversification, tax efficiency, convenience and expert management are also outlined.
ICICI Prudential Dividend Yield Equity Fund - Presentationiciciprumf
This document provides an overview of the ICICI Prudential Dividend Yield Equity Fund. It discusses why investing in dividend yielding stocks may provide opportunities given the current market environment. The fund aims to invest at least 80% of assets in companies with dividend yields greater than the CNX Nifty Index. It describes the fund's investment approach, screening process, risk management process and portfolio management team. Key details about the fund such as investment objective, options available, minimum investment amounts and benchmark are also summarized.
The document provides analysis of the Indian stock market. It discusses that global concerns led to some correction in global markets on Friday. The Nifty futures showed profit-booking and consolidated between 7510-7550 before breaking out and closing with a gain of 1.35%. Several stocks such as ONGC, Reliance Capital, CESC, Canara Bank and Tata Motors looked strong. Analysis of options data suggested strength in the market. The breakout has significance for the market to resume its uptrend, with 7700 and 8000 levels being key resistance levels.
SAPM - Portfolio Construction and Comparison for Securities on BSEBishnu Kumar
This document presents a study on portfolio construction and comparison of securities listed on the Bombay Stock Exchange (BSE). It begins with an introduction to modern portfolio theory and the single index model. It then discusses factors that impact company performance such as economic, industry and company-specific analyses. The document outlines the study's objectives, methodology and data analysis approach. It describes calculating beta and constructing optimal portfolios using the Sharpe single index model. The document compares the resulting portfolios and provides observations. Tables with portfolio construction worksheets are also included.
A comparative study on investing in equity and mutual fund schemesAsif Hussain Shaikh
This document summarizes a study comparing investments in equity shares and mutual fund schemes. The study aims to create awareness for investors about the risks, returns, liquidity, and marketability of different investment options. Specifically, the study seeks to compare the risk and return of equity shares and mutual funds, analyze their performance against benchmarks, calculate the volatility of shares using beta, and outline the pros and cons of investing in each. The analysis focuses on 5 randomly selected stocks and 5 mutual funds, examining their share prices and net asset values over time.
Comparative study of investment in equity capital Shri Shakti
This document appears to be a thesis submitted by Anand Prakash to Sikkim Manipal University for a Master's degree in Business Administration. It includes declarations, certificates, acknowledgements, and an outline of the thesis which will conduct a comparative study of investment in equity capital and mutual fund schemes. The outline includes proposed chapters on introduction, research design, industry profile, data analysis and interpretation, findings and suggestions, and conclusion.
The document discusses the results of a study on investment preferences among 100 investors in Surat, India. It finds that most investors are aware of traditional investment avenues like bank deposits, mutual funds, gold/silver, and real estate. Moderate risk investment avenues like mutual funds are generally preferred. When choosing investments, safety and surety of returns are key factors. The study recommends that investors allocate funds to real estate, gold/silver and mutual funds to achieve higher returns with capital safety.
Comparision of investment in mutual fund and equityParitosh Singh
The document summarizes some of the key advantages of investing in mutual funds over direct investment in stocks. It states that mutual funds provide diversification by investing in many different stocks, lowering risk. They are professionally managed by skilled fund managers who actively monitor the fund's holdings. Mutual funds also have lower minimum investment levels than buying individual stocks, and benefit from economies of scale. Overall, the document argues that mutual fund investment is a safer way for retail investors to invest in equity markets compared to direct stock picking due to these advantages.
The document contains frequently asked questions and answers about the IDFC Dynamic Equity Fund. It discusses why Nifty P/E is used to determine equity allocation, that the fund's equity allocation can increase above 65% during market corrections, and that while the model aims to be disciplined it also seeks to respond to rapidly changing market dynamics through daily rebalancing.
A STUDY ON INVESTOR PERCEPTION TOWARDS MUTUAL FUNDS WITH RESPECT TO AGARTALA,...Koushik Sarkar
The study is to track out the investors’ preferences, priorities and their awareness towards different mutual fund schemes. Keeping in view the various constraints the scope of the study is limited only to the investors residing in Agartala, Tripura. Data for the study is collected from a sample of 100 investors by using Convenience sampling.
This document provides information on the DSP Midcap Fund, an open-ended equity scheme that predominantly invests in midcap stocks. The fund aims to generate long-term capital growth by investing in equity and equity-related securities of midcap companies. It follows a bottom-up stock selection process focused on quality companies with strong growth potential. The top 10 holdings are diversified across various sectors such as industrial products, banks, pharmaceuticals, and others. The document highlights the investment strategy, portfolio characteristics and risks associated with investing in midcap stocks.
This document provides an overview of the DSP Multicap Fund NFO. It is an open-ended equity scheme that will invest across large cap, mid cap and small cap stocks in India. The fund will follow a multicap approach to take advantage of investing in winners across different market capitalization ranges. It highlights that investment styles, sectors and market caps tend to rotate in terms of performance, so a multicap strategy can help capture upside from various segments over time. The document outlines the fund's investment framework, stock selection process, portfolio construction approach and criteria for exiting investments. It also discusses current market conditions and recommends systematic investment options like SIPs for investing in the fund.
The document provides an overview of a study analyzing the performance of mutual funds in India. It begins with an introduction and background on mutual funds. It then outlines the objectives, research methodology, and literature review. The data analysis section applies the Treynor, Sharpe, and Jensen models to evaluate 10 mutual funds over one year. The results found that most funds beat the market and that the ICICI Prudential Technology Fund ranked highest across models. The conclusion discusses how mutual funds are suitable for different investors and the importance of performance evaluation ratios for decision making.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Sep 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
The Risk and return analysis is important to equity shares investors in the share
market. The need of equity shares at the time of preliminary stage of company or
bank to raising fund for establish company and starting a business. The equity share
holder is an actual owner of company or bank.
comparative analysis of mutual fund pptnitesh tandon
This document provides information on mutual funds, including:
- Types of mutual fund schemes according to maturity period (open-ended, close-ended) and investment objective (growth, income, balanced).
- Instruments of investment like equity, convertible debentures, and fixed income securities.
- Facilities provided to investors like SIP, SWP, STP, and auto debit.
- Objectives of the study, which are to evaluate scheme performance based on risk and return metrics like Beta, Alpha, and standard deviation.
- Analysis of various mutual fund schemes based on these metrics, finding for example that ICICI Prudential Growth fund has an aggressive stock-picking style with risk control, while
The document discusses a summer training project analyzing various schemes of HDFC Mutual Fund using Sharpe Ratios and Treynor Index. It provides background on mutual funds and HDFC Mutual Fund. The objectives are to study the significance of indices like Sharpe Ratio and Treynor Index for different scheme types and the effect of time on quantitative analysis using these indices. Thirteen growth funds are analyzed to compare their risk-adjusted performance and excess returns using Sharpe Ratios and Treynor Index over different periods. The findings show equity funds have higher volatility and returns than debt or hybrid funds. Returns increase with fund risk and time period.
This document provides an overview of the DSP Equity Fund, a multi-cap equity fund that invests across the market capitalization spectrum with approximately two-thirds in large caps and one-third in mid and small caps. The fund uses a core plus tactical approach, with the core portfolio based on long-term themes and comprising 75-80% of assets, while the tactical portfolio comprises 20-25% allocated to short-term opportunities. The fund evaluates companies using a framework focusing on business strength, management quality, and growth prospects. Its top holdings as of March 2020 included HDFC Bank, Bajaj Finance, and ICICI Bank.
This document provides an overview of balanced and diversified mutual funds in India. It discusses India's economic performance and growth of the mutual fund industry. Balanced funds aim to generate capital appreciation and income through a mix of equity, debt and money market securities. Diversified funds focus on long-term capital growth through equity and equity-related securities. Top performing balanced and diversified funds are highlighted based on their returns and portfolio characteristics. Benefits of investing in mutual funds such as diversification, tax efficiency, convenience and expert management are also outlined.
ICICI Prudential Dividend Yield Equity Fund - Presentationiciciprumf
This document provides an overview of the ICICI Prudential Dividend Yield Equity Fund. It discusses why investing in dividend yielding stocks may provide opportunities given the current market environment. The fund aims to invest at least 80% of assets in companies with dividend yields greater than the CNX Nifty Index. It describes the fund's investment approach, screening process, risk management process and portfolio management team. Key details about the fund such as investment objective, options available, minimum investment amounts and benchmark are also summarized.
The document provides analysis of the Indian stock market. It discusses that global concerns led to some correction in global markets on Friday. The Nifty futures showed profit-booking and consolidated between 7510-7550 before breaking out and closing with a gain of 1.35%. Several stocks such as ONGC, Reliance Capital, CESC, Canara Bank and Tata Motors looked strong. Analysis of options data suggested strength in the market. The breakout has significance for the market to resume its uptrend, with 7700 and 8000 levels being key resistance levels.
SAPM - Portfolio Construction and Comparison for Securities on BSEBishnu Kumar
This document presents a study on portfolio construction and comparison of securities listed on the Bombay Stock Exchange (BSE). It begins with an introduction to modern portfolio theory and the single index model. It then discusses factors that impact company performance such as economic, industry and company-specific analyses. The document outlines the study's objectives, methodology and data analysis approach. It describes calculating beta and constructing optimal portfolios using the Sharpe single index model. The document compares the resulting portfolios and provides observations. Tables with portfolio construction worksheets are also included.
A comparative study on investing in equity and mutual fund schemesAsif Hussain Shaikh
This document summarizes a study comparing investments in equity shares and mutual fund schemes. The study aims to create awareness for investors about the risks, returns, liquidity, and marketability of different investment options. Specifically, the study seeks to compare the risk and return of equity shares and mutual funds, analyze their performance against benchmarks, calculate the volatility of shares using beta, and outline the pros and cons of investing in each. The analysis focuses on 5 randomly selected stocks and 5 mutual funds, examining their share prices and net asset values over time.
Comparative study of investment in equity capital Shri Shakti
This document appears to be a thesis submitted by Anand Prakash to Sikkim Manipal University for a Master's degree in Business Administration. It includes declarations, certificates, acknowledgements, and an outline of the thesis which will conduct a comparative study of investment in equity capital and mutual fund schemes. The outline includes proposed chapters on introduction, research design, industry profile, data analysis and interpretation, findings and suggestions, and conclusion.
The document discusses the results of a study on investment preferences among 100 investors in Surat, India. It finds that most investors are aware of traditional investment avenues like bank deposits, mutual funds, gold/silver, and real estate. Moderate risk investment avenues like mutual funds are generally preferred. When choosing investments, safety and surety of returns are key factors. The study recommends that investors allocate funds to real estate, gold/silver and mutual funds to achieve higher returns with capital safety.
Comparision of investment in mutual fund and equityParitosh Singh
The document summarizes some of the key advantages of investing in mutual funds over direct investment in stocks. It states that mutual funds provide diversification by investing in many different stocks, lowering risk. They are professionally managed by skilled fund managers who actively monitor the fund's holdings. Mutual funds also have lower minimum investment levels than buying individual stocks, and benefit from economies of scale. Overall, the document argues that mutual fund investment is a safer way for retail investors to invest in equity markets compared to direct stock picking due to these advantages.
The document contains frequently asked questions and answers about the IDFC Dynamic Equity Fund. It discusses why Nifty P/E is used to determine equity allocation, that the fund's equity allocation can increase above 65% during market corrections, and that while the model aims to be disciplined it also seeks to respond to rapidly changing market dynamics through daily rebalancing.
A STUDY ON INVESTOR PERCEPTION TOWARDS MUTUAL FUNDS WITH RESPECT TO AGARTALA,...Koushik Sarkar
The study is to track out the investors’ preferences, priorities and their awareness towards different mutual fund schemes. Keeping in view the various constraints the scope of the study is limited only to the investors residing in Agartala, Tripura. Data for the study is collected from a sample of 100 investors by using Convenience sampling.
This document provides information on the DSP Midcap Fund, an open-ended equity scheme that predominantly invests in midcap stocks. The fund aims to generate long-term capital growth by investing in equity and equity-related securities of midcap companies. It follows a bottom-up stock selection process focused on quality companies with strong growth potential. The top 10 holdings are diversified across various sectors such as industrial products, banks, pharmaceuticals, and others. The document highlights the investment strategy, portfolio characteristics and risks associated with investing in midcap stocks.
This document provides an overview of the DSP Multicap Fund NFO. It is an open-ended equity scheme that will invest across large cap, mid cap and small cap stocks in India. The fund will follow a multicap approach to take advantage of investing in winners across different market capitalization ranges. It highlights that investment styles, sectors and market caps tend to rotate in terms of performance, so a multicap strategy can help capture upside from various segments over time. The document outlines the fund's investment framework, stock selection process, portfolio construction approach and criteria for exiting investments. It also discusses current market conditions and recommends systematic investment options like SIPs for investing in the fund.
The document summarizes a hedge fund that runs a global long/short portfolio in the financial sector. It has 5-15 long positions and 5-25 short positions. The fund aims for a volatility target of 9-12% annually with 200% gross leverage. It provides a sample portfolio and track record from 2006-2007 showing strong returns. The strategy involves identifying trends and well-positioned companies earlier than competitors through a global lens. It establishes a balanced portfolio and continuously monitors valuations and companies.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
The document provides an overview of the Indian macroeconomic environment and corporate performance. Some key points:
- Interest rates are expected to remain higher than the last decade, with implications for economic growth and asset valuations.
- Indian corporate earnings growth has averaged around 11% annually over the last three decades, with periods of higher and lower growth. Sustaining 12-13% earnings growth over the next decade is possible given factors like government spending and economic reforms.
- Valuations of Indian equities have moderated and are at more reasonable levels compared to historical averages. Small and mid-cap stocks remain attractively valued relative to large caps.
The fund focuses on investing in companies with strong fundament
The document provides an overview of the Indian macroeconomic environment and corporate performance. Some key points:
- Interest rates are expected to remain higher than the last decade, with implications for economic growth and asset valuations.
- Indian corporate earnings growth has averaged around 11% annually over the last three decades, with periods of higher and lower growth. Sustaining 12-13% earnings growth over the next decade is possible given factors like government spending and economic reforms.
- Valuations of Indian equities have moderated and are at more reasonable levels currently compared to historical averages. Small and mid-cap stocks remain at a valuation discount to large caps.
The fund focuses on investing in companies with strong
The document provides an overview of the Indian macroeconomic environment and corporate performance. Some key points:
- Interest rates are expected to remain higher than the last decade, with implications for economic growth and asset valuations.
- Indian corporate earnings growth has averaged around 11% annually over the last three decades, with periods of higher and lower growth. Sustaining 12-13% earnings growth over the next decade is possible given factors like government spending and economic reforms.
- Valuations of Indian equities are high relative to history but have corrected and become more reasonable recently. Small and mid-cap stocks remain attractively valued relative to large caps.
- The fund focuses on investing in companies with strong
The document provides an overview of the DSP Mid Cap Fund, including:
1) The fund invests primarily in mid-cap stocks, with around 2/3 in mid-caps and 1/3 in large and small caps. The investment philosophy focuses on identifying durable businesses run by able managers with high sustainable returns on equity.
2) Reasons to invest in the fund include the potential for mid-cap stocks to see significant growth, the fund's investment framework to mitigate risks of value destruction, and its role as a satellite allocation in overall asset allocation plans.
3) The fund uses a framework to identify companies with strong business models, credible management, and reasonable valuations. It takes a long
IDFC Focused Equity Fund is an equity fund that invests in a concentrated portfolio of up to 30 stocks across sectors and market caps. The fund's core portfolio focuses on growth-oriented businesses with strong quality characteristics, while the tactical portfolio includes businesses with potential to improve due to changes in their environment. The fund aims to create wealth over the long term through this focused multi-cap equity strategy.
ICICI Prudential Equity Savings Fund Series 1- Presentationiciciprumf
This product is suitable for investors seeking a long term wealth creation solution through a close-ended equity scheme that invests in stocks specified under the Rajiv Gandhi Equity Savings Scheme and aims to generate capital appreciation. It carries a high risk as per the product labeling.
Know more about Edelweiss MF Small Cap Fund, opportunities, market insights, performance, returns and more. Learn more about Edelweiss MF Small Cap Fund in India.
Edelweiss Mid Cap Fund Details | Edelweiss MFJuneRobert1
Edelweiss midcap fund seeks to generate capital appreciation from a diversified portfolio investment in midcap companies. To invest in mid cap mutual funds visit Edelweiss MF today.
Invest In Value Opportunities Fund - UTI Mutual FundRinkuMishra13
Value Opportunities Fund looks to take aggressive sector positions, based on valuation considerations & medium term growth prospects. Visit here to invest today!
Mirae Asset has launched a new multicap mutual fund NFO. Multicap funds invest in large cap, mid cap and small cap stocks with a minimum of 25% allocation to each category. This fund opens on July 28th and closes on August 11th. While diversification across market caps could provide stable returns over cycles, multicap funds also carry higher risks due to exposure to small and mid caps. Investors should review the risks before investing in this new multicap NFO from Mirae Asset.
Add a bit of flexibility to your portfolio by investing across sectors with ICICI Prudential Flexicap Fund. Aim for liquidity and consistency by investing in largecap companies and long-term growth potential with mid, and smallcap companies and work towards your wealth creation goals. NFO launches on 28th June 2021.
To know more, head to https://bit.ly/3xZP4qB
Mirae Asset Midcap Fund: Investment Framework & Other Features Explained | Mi...nareshtipnis
Mirae midcap funds invest in emerging or mid-cap companies
which could benefit from strong growth and P/E rerating, Know more and invest in midcap funds by Mirae Asset now!
- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years.
- Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to successfully transition to mid and large caps. Active management is important for small caps due to low research coverage and risks.
- DSP Small Cap Fund has outperformed its benchmark and category average over the long term due to its focus on microcap stocks and experience with active management in small caps. However, short term performance can be volatile.
- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years.
- Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to identify multi-bagger stocks. Active management is important for small caps due to low liquidity and research.
- DSP Small Cap Fund has outperformed its benchmark over long periods due to its focus on microcap stocks and active management, though short-term performance can be volatile.
Presentacion gestor BMO Global AM: Funds Experience 2016Rankia
This document discusses equity style investing and developing a "true style" approach. It outlines decomposing equity returns into alpha, index returns, and style premia. It discusses the history of factor investing and analyzing styles like value, size, and momentum. The document also presents a global equity market neutral strategy that targets these styles while aiming to generate returns uncorrelated to the broader market. It provides performance data showing this strategy has achieved its goals of diversification and positive returns.
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Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
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Axis Nifty Smallcap 50 Index Fund
1.
2. Product Labeling & Riskometer
2
Fund Name & Benchmark Product Labelling Product Riskometer Benchmark Riskometer
This product is suitable for investors who
are seeking*
• Long term wealth creation solution
• An index fund that seeks to track
returns by investing in a basket of Nifty
Smallcap 50 Index stocks and aims to
achieve returns of the stated index,
subject to tracking error.
(The product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments
are made).
AXIS NIFTY SMALLCAP 50
INDEX FUND
(An open ended Index Fund
tracking the NIFTY Smallcap 50
Index)
Benchmark:
Nifty Smallcap 50 Index TRI Nifty Smallcap 50 Index TRI
*Investors should consult their financial
advisers if in doubt about whether the
product is suitable for them.
3. What are the different market segments?
3
Understanding market capitalization
Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid
Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
Defined as Top 100 companies by
market capitalization in India
Defined as the 101 to 250th
companies by market capitalization
in India
Defined as the 251st and lower
companies by market capitalization
in India
Large Cap
Mid Cap
Small Cap
4. What are the different market segments?
4
Understanding market capitalization
Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid
Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
• Generally large, established
businesses
• These companies dominate the
industry and are stable
• Often less volatile and highly
liquid
• Midsized companies which are
still getting established
• Generally, have higher growth
prospects
• Slightly volatile and quite liquid
• Most high-risk segment with
emerging companies
• Opportunity for huge growth but
drawdowns also
• Highly volatile and not very liquid
Large Cap
Mid Cap
Small Cap
5. What are the different market segments?
5
Key Characteristics
Source: Bloomberg, BSE, Axis MF Research.
Data as on 31st January 2022, Values in INR. Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in
terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company
onwards in terms of full market capitalization. Sector(s) / Stock(s) / Issuer(s) mentioned above are for the purpose of illustration and should not
be construed as recommendation. The fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are
requested to consult their financial, tax and other advisors before taking any investment decision(s).
Large Cap (1-100) Mid Cap (101-250) Small Cap (251-Onwards)
Avg. daily traded value 6M 36,870 16,801 7,901
Total free float (Lakh Cr) 88 16 7
Total market cap (Lakh Cr) 177 41 23
Average FII holding 22% 14% 9%
Sector focus Banks, Insurance, IT, Industrials, MFI, Chemicals, Consumer
Auto, Conglomerates NBFCs, Auto Durables, Textiles
Ancillaries, Pharma
API, Real Estate
6. A company can be in different segments
over their lifecycle
6
Traditional Life Cycle of a company
Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization.
b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
Start-up Phase Growth Phase Mature Phase
Small Caps Mid Caps Large Caps
• Newly established
businesses
• Limited track record
• Prone to significantly
higher risks
• Emerging companies
• High growth phase
• But prone to higher risks
• Business not yet well
established
• Superior growth profile
• Established track record
• Maintains flexibility
• Lower risk compared to
smaller companies
• Stable growth
• Established business
models
• Reduced flexibility
• Lower risk compared to mid
cap companies
7. Smallcaps are the stepping stones to
Midcaps & Largecaps
7
Only good companies are able to make the transition
Source: Bloomberg, NSE, Axis MF Internal Analysis.
Past performance may or may not be sustained in the future. Above illustration includes data for all listed companies only in Nifty 500 Index.
For the above analysis, Top 100 companies by market cap are considered as large cap companies, 101st to 250th companies as midcap
companies and the rest as small cap companies. Data period:31st Dec 2011 – 31st Dec 2021.
No of companies that were large cap 10 years
back are now
No of companies that were mid cap 10 years
back are now
No of companies that were small cap 10 years
back are now
Large cap
Market cap buckets (Dec 2021)
Midcap Small cap Merged/ Acquired/
Delisted
Grand Total
52 33 10 5 100
22 37 68 23 150
2 11 202 35 251
8. Characteristics of Smallcap Stocks
8
High
Growth
Companies
Niche
Businesses
aiming to
disrupt the
status quo
High Risk,
High
Reward
quotient
Promoter
driven top
down
business
approach
Scalable
business
ideas
9. Investors need to be picky in Smallcaps
9
What does Axis look for in Smallcaps?
How do we achieve this in the passive context?
We rely on the market’s ability to identify niche high performing growth businesses
• Selecting the most liquid small caps by average daily turnover over a 6 month period – Liquidity reduces the risk of getting stuck
• Higher weights assigned to companies with larger float. – Greater non promoter ownership, better business practices
• Securities excluded if stock falls below the 130th rank based on full market cap – Weeding out non performing businesses
• Strong promoter pedigree, corporate
governance and management with
sound track record of execution
• Capable of sustaining good RoEs*
and RoCEs*
• Business model with sustainable multi-
year growth potential
• Offers sustainable return potential with
lower volatility
• Ability to withstand event shocks
• Sound balance sheet
Quality Scalability Stability
10. Different segments work in different phases
10
Large caps provide cushion during tough market conditions while Mid and Small help drive alpha
Source: Bloomberg, Axis MF Research.
Past performance may or may not be sustained in future. Data for last 15 years. Data As on 30th September 2021.
Large: Nifty 50, Mid: Nifty Midcap 100, Small: Nifty Smallcap 100. The performance figures pertain to the Index and do not in any manner indicate
the returns/performance of the Scheme.
Returns in different market conditions (CAGR)
36%
-69%
60%
-2%
18%
-4%
-49%
73%
41%
-73%
71%
-8%
30%
-18%
-49%
95%
55%
-80%
68%
-11%
31%
-27%
-61%
116%
-100%
-50%
0%
50%
100%
150%
Dec 03 - Jan 08 Jan 08 - Oct 08 Dec 08 - Sep 10 Nov 10 - Mar 14 Feb 14 - Jan 18 Jan 18 - Oct 19 Oct 19 - Mar 20 Mar 20 - Sep 21
Rising Market Falling Market Rising Market Flat Market Rising Market Narrow Market Falling Market Rising Market
Large Mid Small
11. Performance
Smallcaps perform in times of broad based market conditions
Source: NSE. Axis MF Research.
Data as of 31st January 2022. Index values normalized to 100 on 1st January 2013. Market cycles based on index performance and are intended
for illustrative purposes only. Past performance may or may not be sustained in the future. The performance figures pertain to the Index and
do not in any manner indicate the returns/performance of the Scheme. 11
Smallcaps are often Cyclical stories
60
110
160
210
260
310
360
Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22
NIFTY 50 TRI NIFTY Smallcap 50 TRI
12. Performance
Post Covid Recovery testament to Smallcap Performance
Source: NSE. Axis MF Research
Data captured from the first Covid national lockdown in India on March 23rd 2020 till 31st January 2022. Index values normalized to 100 on 1st
March 2020. Past performance may or may not be sustained in the future. The performance figures pertain to the Index and do not in any
manner indicate the returns/performance of the Scheme.
Smallcap Stocks have outperformed Largecap Peers
50
70
90
110
130
150
170
190
210
230
Mar-20 May-20 Jul-20 Sep-20 Nov-20 Jan-21 Mar-21 May-21 Jul-21 Sep-21 Nov-21 Jan-22
NIFTY 50 TRI NIFTY Smallcap 50 TRI
12
13. Introducing NIFTY Smallcap 50 Index
Source: NIFTY Indices. Data as of 31st January 2022.
Stocks/sectors mentioned are meant for illustrative purposes only and should not be considered as investment advice.
• The index represents top 50 companies selected based on average daily turnover from the top 100 companies selected based on full
market capitalization in NIFTY Small cap 250 Index
• NIFTY Small cap 50 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free
float market value of all the stocks in the index relative to particular base market capitalization value
• Index is re-balanced on semi-annual basis
Sector Representation Top constituents by weightage
Company’s Name Weight (%)
Indian Energy Exchange Ltd. 7.75
Central Depository Services (India) Ltd. 5.42
IDFC Ltd. 3.74
Radico Khaitan Ltd. 3.72
Multi Commodity Exchange of India Ltd. 3.38
Birlasoft Ltd. 3.37
Cyient Ltd. 3.34
Computer Age Management Services Ltd. 3.24
Indiabulls Housing Finance Ltd. 3.17
Happiest Minds Technologies Ltd. 3.13
Sector Weight (%)
Financial Services 34.54
IT 18.31
Consumer Goods 10.25
Pharma 6.78
Media, Entertainment & 4.79
Fertilisers & Pesticides 4.19
Industrial Manufacturing 3.99
Chemicals 3.91
Textiles 3.47
Construction 2.77
Power 2.32
Cement & Cement Products 1.67
Telecom 1.61
Automobile 1.01
Services 0.39
13
14. Index Methodology
Leveraging the market’s ability to identify the best Smallcap ideas
Source: NIFTY Indices.
Data as of 31st January 2022.
Inclusion Factors
• Companies must form part of NIFTY Smallcap 250
• Preference for top 30 companies by average daily turnover from the 100 largest Smallcap companies by full float market cap
Exclusion Factors
• Rank based on full market capitalization falls below 130 in NIFTY Smallcap 250
• Average daily turnover rank falls below 80 out of top 130 constituents
• Exclusion from NIFTY Smallcap 250 Index
Special factor for Newly listed Companies
Criteria checked based on the data for a three-month period instead of normal six-month period for older listed companies
14
15. Performance
Smallcaps have been alpha generators in Growth Cycles
Source: NIFTY Indices. Axis MF Research.
Data as of 31st January 2022. Past performance may or may not be sustained in the future. The performance figures pertain to the Index and
do not in any manner indicate the returns/performance of the Scheme.
Growth Cycle is currently underway
Smallcaps have outperformed in 8/16 years
15
CY NIFTY 50 TRI NIFTY Smallcap 50 TRI Period
2006 41.90% 24.41% Growth
2007 56.80% 122.07% Growth
2008 -51.32% -72.60% Down cycle
2009 73.24% 112.33% Recovery
2010 19.22% 8.73% Uncertainty
2011 -23.81% -39.49% Uncertainty
2012 29.43% 36.19% Recovery
2013 7.24% -10.57% Uncertainty
2014 32.95% 62.88% Growth
2015 -3.03% 3.12% Growth
2016 4.17% -1.02% Growth
2017 30.27% 55.31% Growth
2018 5.59% -32.53% Uncertainty
2019 12.98% -10.50% Uncertainty
2020 16.01% 26.12% Recovery
2021 25.59% 52.04% Growth
CYTD 2022 -0.06% -3.05% Uncertainty
NIFTY 50 TRI NIFTY Smallcap 50 TRI
YTD -0.06% -3.05%
1 Year 20.58% 27.22%
3 Year 18.36% 21.48%
5 Year 16.61% 10.24%
16. Valuation Metrics
Source: NIFTY Indices. Axis MF Research
Past performance may or may not be sustained in the future. Indices are representative of the relative valuations of largecaps midcaps and
smallcaps. The data should not be construed as a recommendation or advise to invest in particular equity segments. The performance figures
pertain to the Index and do not in any manner indicate the returns/performance of the Scheme.
P/E – Price to Earnings, P/B – Price to book, Standard deviation is a measure of 1 year volatility in performance,
As of 31st January 2022
Index P/E P/B Div yield StDev (1 Yr) Beta (1 Yr)
NIFTY 50 23.42 4.37 1.2 15.68% 1
NIFTY NEXT 50 22.13 4.19 1.36 16.26% 0.83
Nifty Midcap 50 28.52 3.25 1.05 21.84% 1.09
Nifty Smallcap 50 33.05 3.6 0.86 19.95% 0.86
16
17. Why invest in an index fund?
Source: Axis MF Internal Analysis.
Because you want to have… Because you want to avoid…
Rule Based Investing
Consistent & Transparent style
Low Churn Stable Portfolio
Market-linked returns
Actively managed portfolios
Fund manager value addition
Uncertainty on potential alpha
17
18. Scheme Facts
Category
Index Fund
Fund manager
Jinesh Gopani
Exit Load
Benchmark
NIFTY Smallcap 50 TRI Index
Min. Application amount
Rs. 5,000 and in multiples of Re. 1/- thereafter
Nil
18
For complete scheme related information refer SID/KIM
19. Disclaimer, Statutory Details and Risk Factors
Data updated As on 31st January 2022.
NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document
has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are
advised to refer to the Scheme Information Document for the full text of the 'Disclaimer Clause of NSE.
The Axis Smallcap 50 Index Fund offered by “the issuer” is not sponsored, endorsed, sold or promoted by NSE Indices Limited (formerly known as India Index Services &
Products Limited (IISL)). NSE Indices Limited does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for
particular purpose or use) and disclaims all liability to the owners of Axis Nifty Smallcap 50 Index Fund or any member of the public regarding the advisability of investing
in securities generally or in the Axis Smallcap 50 Index Fund linked to Nifty Smallcap 50 Index TRI or particularly in the ability of the Nifty Smallcap 50 Index TRI to track
general stock market performance in India. Please read the full Disclaimers in relation to the Nifty Smallcap 50 Index TRI in the in the Offer Document/ Prospectus/
Scheme Information Document.
Sector(s)/ Stock(s)/ Issuer(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation. The
fund manager(s) may or may not choose to hold the stock mentioned, from time to time. Investors are requested to consult their financial, tax and other advisors before
taking any investment decision(s). Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd.
(liability restricted to Rs. 1 Lakh). Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank
Limited is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. This document represents the views of Axis Asset Management Co.
Ltd. and must not be taken as the basis for an investment decision. Neither Axis Mutual Fund, Axis Mutual Fund Trustee Limited nor Axis Asset Management Company
Limited, its Directors or associates shall be liable for any damages including lost revenue or lost profits that may arise from the use of the information contained herein.
No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. The AMC reserves the right to
make modifications and alterations to this statement as may be required from time to time.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
19